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POGRX vs. VIGAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

POGRX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

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POGRX vs. VIGAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
POGRX
PrimeCap Odyssey Growth Fund
-8.17%32.99%13.09%23.85%-14.61%18.81%17.05%23.98%-4.56%32.07%
VIGAX
Vanguard Growth Index Fund Admiral Shares
-13.83%19.43%32.67%46.76%-33.14%27.26%40.18%37.23%-3.35%27.80%

Returns By Period

In the year-to-date period, POGRX achieves a -8.17% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, POGRX has underperformed VIGAX with an annualized return of 13.80%, while VIGAX has yielded a comparatively higher 15.56% annualized return.


POGRX

1D
-1.43%
1M
-10.73%
YTD
-8.17%
6M
-0.34%
1Y
26.71%
3Y*
17.28%
5Y*
9.28%
10Y*
13.80%

VIGAX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.72%
3Y*
19.56%
5Y*
10.93%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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POGRX vs. VIGAX - Expense Ratio Comparison

POGRX has a 0.65% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


Return for Risk

POGRX vs. VIGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POGRX
POGRX Risk / Return Rank: 7070
Overall Rank
POGRX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
POGRX Sortino Ratio Rank: 7171
Sortino Ratio Rank
POGRX Omega Ratio Rank: 6969
Omega Ratio Rank
POGRX Calmar Ratio Rank: 7373
Calmar Ratio Rank
POGRX Martin Ratio Rank: 6969
Martin Ratio Rank

VIGAX
VIGAX Risk / Return Rank: 2626
Overall Rank
VIGAX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGAX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGAX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POGRX vs. VIGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


POGRXVIGAXDifference

Sharpe ratio

Return per unit of total volatility

1.21

0.61

+0.60

Sortino ratio

Return per unit of downside risk

1.74

1.04

+0.69

Omega ratio

Gain probability vs. loss probability

1.25

1.15

+0.11

Calmar ratio

Return relative to maximum drawdown

1.67

0.66

+1.01

Martin ratio

Return relative to average drawdown

6.52

2.37

+4.15

POGRX vs. VIGAX - Sharpe Ratio Comparison

The current POGRX Sharpe Ratio is 1.21, which is higher than the VIGAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of POGRX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


POGRXVIGAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

0.61

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.49

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.73

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.43

+0.15

Correlation

The correlation between POGRX and VIGAX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

POGRX vs. VIGAX - Dividend Comparison

POGRX's dividend yield for the trailing twelve months is around 27.11%, more than VIGAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
POGRX
PrimeCap Odyssey Growth Fund
27.11%24.89%20.79%13.28%12.36%13.68%12.50%5.13%2.45%1.54%5.83%1.29%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.46%0.40%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%

Drawdowns

POGRX vs. VIGAX - Drawdown Comparison

The maximum POGRX drawdown since its inception was -51.63%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for POGRX and VIGAX.


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Drawdown Indicators


POGRXVIGAXDifference

Max Drawdown

Largest peak-to-trough decline

-51.63%

-50.66%

-0.97%

Max Drawdown (1Y)

Largest decline over 1 year

-14.40%

-16.51%

+2.11%

Max Drawdown (5Y)

Largest decline over 5 years

-26.85%

-35.63%

+8.78%

Max Drawdown (10Y)

Largest decline over 10 years

-35.29%

-35.63%

+0.34%

Current Drawdown

Current decline from peak

-14.40%

-16.51%

+2.11%

Average Drawdown

Average peak-to-trough decline

-7.17%

-12.02%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.69%

4.57%

-0.88%

Volatility

POGRX vs. VIGAX - Volatility Comparison

PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 6.38% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.52%. This indicates that POGRX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


POGRXVIGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.38%

5.52%

+0.86%

Volatility (6M)

Calculated over the trailing 6-month period

13.13%

12.10%

+1.03%

Volatility (1Y)

Calculated over the trailing 1-year period

21.91%

22.69%

-0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.22%

22.30%

-3.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.29%

21.49%

-1.20%